A year after the author first assayed the issue, pricing for enterprise agentic AI continues to be a challenge — something the agentic vendors themselves acknowledge.

Rivian shares have lost 24.2% year to date, falling from $19.71 at the start of 2026 to current levels, with a 4.35% decline in the past week alone. Investor reaction to R2 pricing drove part of the ...

The problem is valuation. The stock closed 2025 near $183.25 and never made the math work into 2026. Shares are down 10.31% over the past month even though the business accelerates. PLTR carries a ...